This article reviews any updates made during the week of 06/30/25 - 07/04/25
Jump to an update
Moxie Balance monthly statement reports
Require CC/Deposit for new clients only
Service product usage report
What’s changed:
You can now access detailed insights into how your service products are being used right inside the Sales Report dashboard.
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Total quantity of each product used
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Number of unique clients
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Units per client
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Number of appointments
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Units per appointment
Identify high- and low-performing service products, optimize inventory planning, and gain a clearer picture of client behavior across appointments.
Online store UX improvements
What’s changed:
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Clients can now view package and membership details in a pop-out window, improving usability across devices.
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You can now link directly to a specific package perfect for campaigns via email or SMS.
Why this matters:
More intuitive browsing and easier promotion = higher conversions.
Video overview:
Membership sale drawer
What’s changed:
Selling a membership is now faster and easier with the new membership sales drawer. Say goodbye to the multi-step process now it's all in one streamlined interface.
Why this matters:
Less friction, more conversions. Perfect for fast-paced front desk environments.
Video overview:
Labs uploads
What’s changed:
You can now create, view, and upload lab records directly within Moxie Suite.
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Add new lab records to appointments
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Track lab test types (blood, saliva, urine, etc.)
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Upload lab results (PDF only)
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View lab history from the appointment, GFE, chart, or client profile
Why this matters:
Streamline how you track and manage clinical labs everything stays in one place, easy to access, fully documented.
Video overview:
Moxie Balance monthly statement reports
What’s changed:
You can now generate and download monthly statements from the Moxie Balance tab.
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Access PDFs for each month
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Track generation status
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Re-download or regenerate past reports
Why this matters:
More control and clarity over your financial reporting—ideal for bookkeeping, taxes, and revenue tracking.
Video overview:
Client check-in alerts
What’s changed:
You’ll now get notified in real time when clients check themselves in or are checked in by front desk staff.
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Manual check-in available for front desk or providers
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Clients can self check-in from a link sent via email/SMS
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Real-time alert pop-ups show who arrived and when
Why this matters:
No more surprises. Stay ahead of your schedule and streamline front-desk operations.
Article(s):
How to check-in a client
Video overview:
Require CC/Deposit for new clients only
What’s changed:
You can now choose to require credit cards and deposits only for new clients instead of applying it to all clients.
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Toggle this in Settings → Online Booking
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Applies to both deposits and late cancellation policies
Why this matters:
Protect your time with fewer barriers for returning clients. Smart policies = better retention + fewer no-shows.
Video overview: